TBA

Tower Bridge Advisors Portfolio holdings

AUM $930M
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$983M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$819K
3 +$613K
4
AVGO icon
Broadcom
AVGO
+$607K
5
ICE icon
Intercontinental Exchange
ICE
+$435K

Top Sells

1 +$16.2M
2 +$12.1M
3 +$10.2M
4
AAPL icon
Apple
AAPL
+$8.04M
5
IQV icon
IQVIA
IQV
+$7.77M

Sector Composition

1 Technology 25.98%
2 Healthcare 15.78%
3 Financials 14.53%
4 Industrials 10.78%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,795
202
-2,737
203
-2,600
204
-29,000
205
-4,582